+66.6%
RCMT vs VT
+69.7%
-3.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -9.0% | -2.3% | -6.7% | -6.9% |
| 30D | -22.6% | -5.0% | -17.6% | -18.9% |
| 3M | +12.3% | -4.9% | +17.2% | +17.5% |
| 6M | +6.8% | -1.5% | +8.3% | +8.3% |
| YTD | +56.7% | +8.5% | +48.2% | +45.2% |
| 1Y | +44.4% | +11.4% | +33.1% | +30.6% |
| 3Y | +66.6% | +70.1% | -3.5% | +10.6% |
| All | +66.6% | +69.7% | -3.2% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling